4 Stocks to Grab as Higher Industrial Production Boosts Manufacturing

Industrial production jumps 0.7% as PMI hits 52.6, lifting outlook for PRLB, RBC, HLIO and TRMB amid rising orders and easing rates.

Zacks Investment Research • Feb 20, 2026

Trimble (TRMB) Upgraded to Strong Buy: Here's Why

Trimble (TRMB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Feb 19, 2026

Trimble: Capitalizing On AI And Data Infrastructure Construction Growth

Trimble earns a buy rating, with a 1-year price target of $76.7, implying 15.5% upside from current levels. TRMB's pivot to software and services now drives 79% of revenue, boosting gross margins to a record 74.6% and supporting recurring revenue growth. AI-powered solutions are delivering significant productivity gains and incremental ARR, positioning TRMB for continued organic ARR growth of 12–14% in FY 2026.

Seeking Alpha • Feb 17, 2026

Trimble forecasts upbeat annual profit, revenue on strong software demand

Trimble forecast annual revenue and earnings above Wall Street estimates on Tuesday, banking on a demand boost from its strategy of bundling navigation products with software solutions for industries such as construction and transportation.

Reuters • Feb 10, 2026

Trimble Inc. (TRMB) Q4 2025 Earnings Call Transcript

Trimble Inc. (TRMB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Trimble Announces Fourth Quarter and Full Year 2025 Results and Initiates 2026 Guidance

Record annualized recurring revenue, reflecting ongoing execution of the Connect & Scale strategy Record fourth quarter and full year gross margins and operating income margins Fourth quarter results exceeded expectations Establishing full year 2026 guidance WESTMINSTER, Colo., Feb. 10, 2026 /PRNewswire/ -- Trimble Inc. (Nasdaq: TRMB) today announced financial results for the fourth quarter and full year 2025.

PRNewsWire • Feb 10, 2026

Here's What Key Metrics Tell Us About Trimble (TRMB) Q4 Earnings

While the top- and bottom-line numbers for Trimble (TRMB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 10, 2026

Trimble Navigation (TRMB) Q4 Earnings and Revenues Top Estimates

Trimble Navigation (TRMB) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.89 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Globalization Is Breaking - And It Changed The Way I Invest

China's evolving geopolitical ambitions and supply chain dominance are reshaping global trade, with profound investment implications across sectors. Economic reshoring is a durable, bipartisan U.S. theme, favoring transportation and industrial infrastructure plays like UNP, CP, ODFL, and ROK. I see risk in U.S. tech and auto sectors facing rising Chinese competition, while margin-focused agriculture and industrial automation names like DE and TRMB offer opportunity.

Seeking Alpha • Feb 8, 2026

Unlocking Q4 Potential of Trimble (TRMB): Exploring Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of Trimble (TRMB) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks Investment Research • Feb 5, 2026